Archive for the ‘SaaS and Apps’ Category

Oracle reports 3QFY25 results; more growth as demand continues to outpace supply

March 24, 2025
Philbert Shih

Oracle reported its 3QFY25 results for the three-month period ending February 28, 2025. The results ...

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Atmosera hires new chief revenue officer

March 15, 2025
Philbert Shih

Managed public cloud provider Atmosera brought in Matt Friedman as chief revenue officer. ...

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4Q24 IB: Infrastructure business models pivoting again

March 14, 2025
Philbert Shih

Business model recalibration continues across the sector. ...

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Rackspace reports 4Q24, FY24 results; bookings uptick amid continued revenue attrition

March 3, 2025
Philbert Shih

Rackspace reported its 4Q24 and FY24 results, which showed more negative growth despite some positiv...

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Cloudflare reports 4Q24, FY24 results; steady growth as Workers compute, AI inferencing gain more traction

February 19, 2025
Philbert Shih

Cloudflare reported its 4Q24 results and showed progress on multiple fronts. Continued large custome...

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DoIT acquires PerfectScale; enhancing managed Kubernetes capabilities

February 19, 2025
Philbert Shih

DoIT, a managed public cloud provider, acquired Raleigh, NC-based startup PerfectScale, an automatio...

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Rackspace moves some infrastructure off VMware with use of Platform9 tool

February 11, 2025
Philbert Shih

There is some media reporting indicating that Rackspace has moved some internal workloads off VMware...

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Microsoft reports 2QFY25 results; Azure continues steady growth amid capacity constraints, while most get situation wrong

February 3, 2025
Philbert Shih

Microsoft reported its 2QFY25 results, which included details on Azure growth, AI uptake and CapEx o...

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3Q24 IB: Enterprise adoption, moving up-market driving growth

December 6, 2024
Philbert Shih

Moving into the enterprise space is a necessary long-term objective for many cloud and managed infra...

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Rackspace wins AdventHealth for private cloud, managed services and infrastructure

December 4, 2024
Philbert Shih

Rackspace disclosed AdventHealth as a new private cloud customer. ...

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Akamai snaps up CDN contracts of Edgio business; end of the road for legacy and standalone CDN

December 2, 2024
Jim Davis

Akamai acquired a set of CDN customer contracts for content delivery and security from Edgio. Akamai...

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Cloudflare reports 3Q24 results; more consumption, compute driving to platform

December 2, 2024
Philbert Shih

Cloudflare reported its 3Q24 results, which showed more consistency as it continues to play a long-...

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